Simon Coad

Simco Private Wealth

5.00
1 Review
Gold
23 Yrs Experience
Highett, VIC 3190

Recent reviews

Simco Private Wealth

6A Morley Cres
Highett, VIC 3190

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Master of Applied Finance (Wealth Management and Financial Markets)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The fees are based on the complexity of advice irrespective of the amount invested.

Licensed by

Advocate Advisory Pty. Ltd.

AFSL 405576